About Spinnaker Trust

Our History

Spinnaker Trust is a Maine bank chartered as a non-depository trust company. The firm was founded by Richard E. Curran, Jr. in December of 2000 as Spinnaker Advisors and began managing assets as Spinnaker Trust in April 2001. Spinnaker began operations on Milk Street in Portland’s Old Port District and received its bank charter in August of 2001.

At the end of 2001, Spinnaker rolled out its first fund of hedge funds, Spinnaker Diversified Managers Fund. This fund gave clients access to a diversified allocation of hedge fund managers, selected and overseen by Spinnaker professionals.

By 2003, Spinnaker managed over $100,000,000 and, by the end of 2004, twice that.

In 2007, Spinnaker launched its first private equity fund exposing its clients to another asset class. Spinnaker Trust also adopted an Employee Stock Ownership Plan (“ESOP”), allowing employees to become owners.

In 2009, Spinnaker launched its first commercial real estate fund to clients.

In 2010, Spinnaker was managing over $500,000,000 and had 14 employees.

2011 brought a need for more space and a move to 123 Free Street in the Arts District of Portland.

In 2012, Spinnaker Trust merged with Ram Trust Services, another Portland trust company, founded in the 1970s. Ram had a long history of serving wealthy families around the country and brought tax, private equity, and real estate expertise to the combined firm. Spinnaker Trust assets under management grew to over $1 billion.

Also in 2012, Spinnaker launched its Fossil Fuel Free Portfolio, which allows investors to divest their portfolios from fossil fuel investments

In 2015, Spinnaker named Amanda Rand, Bob Gould, Sara Lewis and Jessamyn Norton as Principals of the firm, joining founder Dick Curran as owner-managers.  Spinnaker also adopted a long-term ownership succession model, ensuring that Spinnaker will be able to attract the most able talent and remain predominately owner-managed for many years.

Today, Spinnaker Trust manages over $1.2 billion for over 300 separate clients.

Meet the Crew:
Senior Vice President, Senior Client Advisor
View All


Chairman of the Board, Principal
Richard E. Curran, Jr., Esq.

Dartmouth College, AB, MBA
Harvard Law School, JD
Boston University, LLM

Spinnaker Trust, Director


Executive Vice President, Principal and Vice Chairman
Robert R. Gould

Yale College, BS

NYU Stern School of Business, MBA

Spinnaker Trust Director

New England Aquarium, Board of Overseers

Yale School of Management, Advisory Board

Squash Haven Inc., Board Member

Skillman Associates (the friends of Yale Squash), Board Member

The Hotchkiss School, Investment Committee

Prouts Neck Association, Past President

BPI Partners, Co-Manager


Portfolio Manager
Laura K. Greenstein

Bentley University, BS, cum laude


Portland Trails, Board Member

Chamber of Commerce, Ambassadors Council

Junior League of Portland, Member


Vice President, Tax Director
Maria A. Gwinn, CPA
University of Southern Maine, BS
Thomas College, MST

Certified Public Accountant
American Institute of Certified Public Accountants
Maine Society of CPAs

Maine Estate Planning Council


Vice President, Director of Alternatives and Fixed Income, Research Analyst
Eben S. Jose, CFA

Boston College, BA

Chartered Financial Analyst

Maine CFA Society, Member

Friends School of Portland, Board Member

LearningWorks, Board Member and Treasurer

Lift360 Emerging Leaders Program, Graduate


Full-Charge Bookkeeper
Leigh Ann Larocque

University of Southern Maine, B.S.

State of Maine Notary Public


Portfolio Manager
John F. Leonard

University of Vermont, BS

Portland Stage Company, Board Member

Falmouth High School Varsity Lacrosse, Volunteer Coach


Executive Vice President, Director of Client Service, Principal
Sara E. Lewis

Lehigh University, BS


Spinnaker Trust, Director

Maine Campus Compact, Board Member

Investment Committees:

Spurwink Services, Inc.

Maine Women’s Fund

Scarborough Land Trust

Planned Parenthood of Northern New England


Vice President, Director of Portfolio Management and Trading
Timothy E. Malisa

St. Lawrence University, BA

MaineShare, Director

Lift360 Emerging Leaders Program, Graduate


Chief Investment Officer, Executive Vice President, Principal
Jessamyn Norton, CFA

Wheaton College, BA; University of Chicago Booth School of Business, MBA 

Chartered Financial Analyst

Maine CFA Society, Director

Boston Security Analysts’ Society

LearningWorks, Board Member


Director of Real Estate
Christopher O'Neil

Boston College, BA

Community Food Pantry for the Town of Freeport, Volunteer

Active Living Community Task Force for Freeport



Senior Vice President, Senior Client Advisor
Drew Oestreicher

Hamilton College, BA

President of The Victoria Mansion Board of Trustees

Town of Yarmouth Investment Committee

North Yarmouth Academy Board of Trustees


Senior Vice President, Senior Client Advisor
Cynthia O’Rourke, CFP®

College of the Holy Cross, BA

Certified Financial Planner® Certificants of North America
Financial Planning Association

Make-A-Wish Foundation, Board Member

Maine Estate Planning Council

Maine Medical Center Community Ambassador Council

Roman Catholic Diocese of Portland Finance Council and Investment Committee

Olympia Snowe Women’s Leadership Institute Corporate Development Committee



Senior Vice President, Senior ESOP Client Advisor
Jeannine Pendergast, CPA

SUNY Geneseo, BS Accounting

The ESOP Association

National Center for Employee Ownership (NCEO)


President, Principal
Amanda V. Rand, Esq.

Duke University, BA; Harvard Law School, JD

Welch Supporting Organization, Maine Community Foundation, Director

MaineHealth, Corporator

Alfond Scholarship Foundation, Director

Center for Grieving Children, past President of the Board

Maine Estate Planning Council

Maine Bar Association

Spinnaker Trust, Director


Senior Vice President, Chief Operating Officer
Karen C. Towle
University of New England/Westbrook College, BA


Senior Analyst
Renee A. Walker
University of Maine, BS


Office Administrator
Barbara Wallace


ESOP Client Advisor
Christopher E. Whitney

University of Vermont, BS

Cape Basketball Association-Treasurer


Senior Vice President, Senior Client Advisor
Kate C. Wilkinson

Colby College, BA

Chewonki Foundation, Trustee
Maine Estate Planning Council


Project Manager
Carolyn L.S. Woronoff

University of Maine, BS

State of Maine Notary Public


Executive Assistant and Board Liaison
Nancy J. Wulbrecht

Michigan State University, BS; University of California at Irvine, Paralegal Certificate

State of Maine Notary Public


Board of Directors:

Richard E. Curran Jr., Esq., Director
Spinnaker Trust

Robert R. Gould, Director
Spinnaker Trust

Christian L. Barner, Esq., Director
Bergen & Parkinson, LLC

John H. Schiavi, Director
Schiavi Enterprises

James D. Delamater, Director
Delamater Financial Consulting Group, LLC.

Amanda V. Rand, Esq., Director
Spinnaker Trust 

Sara E. Lewis, Director
Spinnaker Trust




Meet the Crew:
Account Administrator
View All